WE ARE CLIENT EXPERIENCE

CONSULTING AND PROFESSIONAL DEVELOPMENT FOR THE FINANCIAL SERVICES INDUSTRY

OUR MISSION

To positively impact the lives of the clients we serve so they can make a meaningful impact on the lives of the clients they serve

HISTORY

Founded in 1979

FOCUS

Financial Services Industry

PRACTICE AREAS

Retail Banks & Credit Unions
Mass Affluent
Wealth Management
Commercial Banking

CAPABILITIES

Empowering Organizations to Deliver Differentiated Client Experiences that Drive Growth

BETTER EXPERIENCES

Every client interaction influences their perceptions of your value. Leveraging our proprietary framework, we help organizations define more engaging Client Experiences and execute them with greater intentionality.

BETTER PEOPLE

We engage your people, from Leaders to Frontline Associates, to ensure they are aligned, equipped and empowered to deliver a differentiated Client Experience

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BETTER RESULTS

Managing the Client Experience is a driver of growth. Our Process ensures that your Client Experience Strategy drives sustainable Revenue Growth, higher levels of Client Loyalty and increased Associate Engagement

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3 Alliance Center
3550 Lenox Road NE, 21st Floor
Atlanta, Georgia 30326